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Portfolio Diversification
Range
Most Diversified
40 instruments
January 2, 2023
Least Diversified
0 instruments
April 4, 2026
Average
8.3 instruments
Most Consistent Holdings
Top 5
VOO82.62%
ADBE71.96%
AAPL71.89%
GOOG46.85%
MSFT46.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 24.36% | 45.53% | 82.62% | - |
 Invesco QQQ (QQQ) | 7.44% | 21.93% | 43.85% | - |
| Apple (AAPL) | 5.87% | 9.38% | 71.89% | - |
| Adobe (ADBE) | 2.88% | 2.02% | 71.96% | - |
| Alphabet (GOOG) | 1.88% | 3.84% | 46.85% | - |
| Microsoft (MSFT) | 1.88% | 4.3% | 46.07% | - |
 Trip.com (TCOM.CH) | 1.64% | 2.58% | 44.42% | - |
 NVIDIA (NVDA) | 1.58% | 3.51% | 43.92% | - |
 USD/JPY (USDJPY) | 1.27% | 0% | 23.03% | 4/15/2024 |
 Target (TGT) | 1.02% | 3% | 43.71% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.75% | 1.51% | 43.2% | - |
 PDD Holdings (PDD) | 0.69% | 0% | 12.3% | 10/6/2023 |
 Tesla (TSLA) | 0.67% | 1.32% | 45.28% | - |
 Investec (INVP.L) | 0.26% | 0% | 3.22% | 2/16/2023 |
 Broadcom (AVGO) | 0.26% | 0% | 2.43% | 4/27/2023 |
 Shell (SHEL) | 0.24% | 0% | 3.22% | 2/16/2023 |
 AMD (AMD) | 0.21% | 0% | 9.44% | 6/24/2025 |
 Meta (META) | 0.17% | 0% | 3.58% | 5/2/2023 |
 BP (BP.L) | 0.16% | 0% | 3.22% | 2/16/2023 |
 PepsiCo (PEP) | 0.16% | 0% | 3.22% | 2/16/2023 |
 Visa (V) | 0.16% | 0% | 3.22% | 2/16/2023 |
 Coca-Cola (KO) | 0.13% | 0% | 3.22% | 2/16/2023 |
 Teck (TECK) | 0.13% | 0.76% | 17.31% | - |
 Trade Desk (TTD) | 0.12% | 0.08% | 44.13% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.11% | 0% | 5.01% | 6/15/2023 |
 Mondelez (MDLZ) | 0.11% | 0% | 3.22% | 2/16/2023 |
 Interactive Brokers Group (IBKR) | 0.1% | 0% | 3.43% | 10/27/2023 |
 Nestle (NESN.ZU) | 0.07% | 0% | 3.22% | 2/16/2023 |
 Yum (YUM) | 0.07% | 0% | 3.22% | 2/16/2023 |
 Chevron (CVX.US) | 0.06% | 0% | 3.22% | 2/16/2023 |
 Salesforce (CRM) | 0.06% | 0% | 3.51% | 3/10/2023 |
 Vodafone (VOD) | 0.06% | 0% | 3.22% | 2/16/2023 |
 Unilever (ULVR.L) | 0.06% | 0% | 3.22% | 2/16/2023 |
 TotalEnergies (TTE.PA) | 0.05% | 0% | 3.22% | 2/16/2023 |
 Anheuser-Busch (BUD) | 0.05% | 0% | 3.22% | 2/16/2023 |
 McDonald's (MCD) | 0.04% | 0% | 3.22% | 2/16/2023 |
 Continental (CON.DE) | 0.03% | 0% | 3.22% | 2/16/2023 |
 Pernod Ricard (RI.PA) | 0.03% | 0% | 3.22% | 2/16/2023 |
 Uber (UBER) | 0.03% | 0% | 3.22% | 2/16/2023 |
 Dropbox (DBX) | 0.03% | 0% | 3.22% | 2/16/2023 |
 Kellanova (K) | 0.03% | 0% | 3.22% | 2/16/2023 |
 Kimberly-Clark (KMB) | 0.03% | 0% | 3.22% | 2/16/2023 |
 AB InBev (ABI.BR) | 0.03% | 0% | 3.22% | 2/16/2023 |
 Lenovo (0992.HK) | 0.03% | 0% | 4.22% | 3/2/2023 |
 Colgate (CL) | 0.03% | 0% | 3.22% | 2/16/2023 |
 Energizer (ENR) | 0.02% | 0% | 3.22% | 2/16/2023 |
 New Oriental (EDU) | 0.02% | 0% | 0.43% | 4/19/2023 |
 Intel (INTC) | 0.02% | 0.08% | 13.3% | - |
 Amazon (AMZN) | 0.02% | 0% | 3.22% | 2/16/2023 |
 PayPal (PYPL) | 0.02% | 0% | 3.22% | 2/16/2023 |
 Adidas (ADS.DE) | 0.02% | 0% | 3.22% | 2/16/2023 |
 Twilio (TWLO) | 0.01% | 0% | 3.22% | 2/16/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.01% | 0% | 0.07% | 12/14/2023 |
 Oracle (ORCL) | 0.01% | 0% | 0.07% | 10/25/2023 |
 Logitech (LOGN.ZU) | 0.01% | 0% | 3.22% | 2/16/2023 |
 Wix (WIX) | 0.01% | 0% | 3.22% | 2/16/2023 |
 Ulta (ULTA) | 0.01% | 0% | 0.21% | 3/9/2023 |
 Starbucks (SBUX) | 0.01% | 0% | 3.22% | 2/16/2023 |
 Beyond Meat (BYND) | 0% | 0% | 3.22% | 2/16/2023 |
 Goldman Sachs (GS) | 0% | 0% | 0.07% | 9/14/2023 |
 JPMorgan (JPM) | 0% | 0% | 0.07% | 9/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 43.7% | 44.51% |
| Invesco QQQ (QQQ) | 23% | 21.47% |
| Apple (AAPL) | 5.75% | 7.86% |
| Alphabet (GOOG) | 2.88% | 4.48% |
| Trip.com (TCOM.CH) | 4.03% | 4.4% |
| Microsoft (MSFT) | 4.03% | 4.13% |
| NVIDIA (NVDA) | 2.88% | 3.69% |
| Adobe (ADBE) | 5.75% | 3.11% |
| Target (TGT) | 2.88% | 1.95% |
| Tesla (TSLA) | 1.73% | 1.75% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.01% | 1.69% |
| Trade Desk (TTD) | 0.58% | 0.24% |
Cash & Instruments Over Time
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